Sure, bonds are great for protecting wealth and peace of mind – but they can do a lot more than that.
Family trusts are created for a reason – use this opportunity to open up the lines of communication.
Naming a charitable remainder trust as the beneficiary of your IRA can maximize your total distribution potential while sustaining your philanthropic legacy.
We live in an era when new data is always at our fingertips – so how can investors detect the insights that truly matter?
This fall marks the five-year anniversary of Hilliard Lyons becoming part of Baird.
Baird Trust Counsel Dani Fowles discusses this strategy’s advantages and disadvantages.
Mark Criner, Vice President and Senior Trust Strategist for Baird Trust, shares how to protect digital assets.
The practice of hiding cash in one’s home might be informed by generations of misgivings toward financial institutions.
One year later, how has our approach to investing in Artificial Intelligence changed? Or has it?
Mark Criner, JD, Senior Trust Strategist for Baird Trust, spoke recently with The New York Times.
Many happy returns to two of Baird Trust’s finest.
A looming drop in the estate tax exemption sparks a wealth transfer opportunity.
Many investors assume “value strategies” and “growth strategies” are mutually exclusive. That doesn’t have to be true.
2023 ended with some welcome performance from the bond market.
When you think about making plans for your estate, it helps to learn the lingo. Here are some of the basics.
Through tools like a durable power of attorney and revocable trust, you can ensure your wishes are followed even if you become incapacitated.
What can we learn from 2023 – and can we put it to use in 2024 and beyond?
